HEI — Heico Corp New Institutional Holders · Q3 2026

Name: Who Owns HEI? 33 Institutions Hold $96.1M (Q3 2026)
Creator: ko.io

Who owns Heico Corp New (HEI)? 33 institutions reported holding $96.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($62.0M), Bath Savings Trust Co ($15.0M), Dudley & Shanley, Inc. ($5.8M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$62.0M	204,653	Trimmed
2	Bath Savings Trust Co	$15.0M	49,570	Added
3	DUDLEY & SHANLEY, INC.	$5.8M	19,000	Trimmed
4	Mn Services Vermogensbeheer B.V.	$3.8M	12,535	Hold
5	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$2.1M	7,000	Hold
6	Mirador Capital Partners LP	$1.8M	5,974	Added
7	Midwest Financial Partners Investments, Inc.	$1.1M	3,480	Hold
8	GAMMA Investing LLC	$919,242	3,032	Added
9	Farther Finance Advisors, LLC	$834,668	2,753	Added
10	Red Spruce Capital, LLC	$502,369	1,657	Hold
11	Legacy Wealth Asset Management, LLC	$332,285	1,096	Added
12	Versant Capital Management, Inc	$314,094	1,036	Added
13	Athena Wealth Management, LLC	$301,991	996	Added
14	CX Institutional	$276,000	938	Added
15	City Center Advisors, LLC	$273,468	902	New
16	Wedmont Private Capital	$245,015	828	Added
17	STEPH & CO	$156,441	516	Trimmed
18	ATWOOD & PALMER INC	$90,954	300	Hold
19	MassMutual Private Wealth & Trust, FSB	$86,406	285	Hold
20	CoreCap Advisors, LLC	$64,274	212	Added
21	ELEVATION WEALTH PARTNERS, LLC	$26,680	88	Added
22	Grove Bank & Trust	$12,127	40	Hold
23	GK Wealth Management LLC	$11,824	39	New
24	Byrne Asset Management LLC	$6,128	20	New
25	EASTERN BANK	$5,760	19	Hold

Source: SEC Form 13F filings · as of 2026-09-30